Institutional Ownership First Tr Exchnge Traded Fd Vi (DDIV)
This table provides information about the institutional ownership of First Tr Exchnge Traded Fd Vi (DDIV). We have compiled data on the 32 institutions that hold shares in the stock, with a total of 805,069 shares, which have been reported (via 13F filing form) to have a value of $32.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
161,611
shares
|
$6.44 Million
0.01% of portfolio
|
Q3 2024
Reduced 59.77%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
153,460
shares
|
$6.12 Million
0.0% of portfolio
|
Q3 2024
Added 8.86%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
107,289
shares
|
$4.28 Million
0.04% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
81,677
shares
|
$3.26 Million
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
45,016
shares
|
$1.79 Million
0.0% of portfolio
|
Q3 2024
Reduced 25.76%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
41,647
shares
|
$1.66 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
33,327
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
28,035
shares
|
$1.12 Million
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
21,656
shares
|
$863,208
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
18,286
shares
|
$728,879
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,437
shares
|
$655,178
0.0% of portfolio
|
Q3 2024
Added 99.41%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
16,352
shares
|
$651,790
0.02% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
14,285
shares
|
$569,400
0.03% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
11,658
shares
|
$464,687
0.0% of portfolio
|
Q3 2024
Reduced 11.59%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
9,789
shares
|
$390,189
0.0% of portfolio
|
Q3 2024
Added 11.19%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
7,668
shares
|
$305,646
0.0% of portfolio
|
Q2 2024
Reduced 10.62%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
7,633
shares
|
$304,251
0.0% of portfolio
|
Q3 2024
Reduced 41.76%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
6,114
shares
|
$243,704
0.01% of portfolio
|
Q3 2024
Reduced 8.68%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
5,986
shares
|
$238,601
0.0% of portfolio
|
Q3 2024
Reduced 13.85%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
5,707
shares
|
$227,481
0.0% of portfolio
|
Q3 2024
Reduced 48.81%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
5,367
shares
|
$213,928
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
2,081
shares
|
$82,948
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,335
shares
|
$53,213
0.0% of portfolio
|
Q2 2024
Reduced 70.79%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,135
shares
|
$45,241
0.0% of portfolio
|
Q3 2024
Added 113400.0%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
601
shares
|
$23,955
0.01% of portfolio
|
Q4 2024
Reduced 74.16%
|